The client wants us to implement a system with which they can provide better service. To make this procedure much progressive they want to create Salesforce application and in that implementation of:
- Problem in establishing the connection: They were not able to establish proper connection with the customers, as they were not having insights about their customer’s preferences and priorities. Without maintaining strong communication, they were unable to retain customers in their business.
- Inconsistent Data: They were not able to manage the data related to their customers. The data was stored unevenly in the system, hence their sales representatives had to put up lots of effort to find and assemble the information. This often led to the delay in serving the best solution to their customers.
- Client Engagement: They were facing problems in finding the right set of opportunities to improve their engagement with the client.
- Data Security Issue: Data is an indispensable and integral part of financial services firms. The client cannot afford to get complacent at any cost. They were responsible to provide fool-proof security to instill faith in their customer and protect their sensitive data from cyber-attacks.
We implemented the following solution to overcome the above challenges for our client
- Maintained strong connection:– Using financial services cloud, we helped them to maintain Salesforce as a single source of truth for all of their data related to customers and prospects from policy systems, banking systems, customer management systems, and other data that revolves around their lives. This data helped their agents in understanding the priorities of their customers and helped them communicate with their customers at personal levels.